Dentrix Enterprise
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Scheduling Assistant

You can filter the list of patients in the Scheduling Assistant to suit your preferences.

Notes:

·        Any changes you make to the filter settings are saved for the next time you access the Scheduling Assistant, even after closing Dentrix Enterprise. Also, the filter settings are user specific, so each user can have his or her own filter settings to suit their preferences.

·        A patient may appear more than once in the list if he or she has multiple items (continuing care types, broken appointments, ASAP appointments, treatment plans, or treatment requests) that meet the criteria of the filter settings for the selected list type.

To filter the list

1.   In the Scheduling Assistant, set up the following filters as needed:

·        List �" Select the type of list that you want to view:

·        Continuing Care �" The list displays patients with continuing care attached to their records and/or who need continuing care appointments scheduled. The number in square brackets is a count of patients that meet the Continuing Care filter settings.

If none of the check boxes under Continuing Care are selected, the list displays patients with continuing care attached to their records, whether or not appointments have been scheduled for those continuing care types. To view patients with unscheduled continuing care types that will be due starting at a certain time and/or that have been overdue for a certain length of time, select any of the following check boxes:

·        Due w/out Appointments �" Any continuing care types that will be due.

·        Overdue 1-30 Days �" Any continuing care types that have been overdue for one to 30 days.

·        Overdue 31-60 Days �" Any continuing care types that have been overdue for 31 to 60 days.

·        Overdue 61-90 Days �" Any continuing care types that have been overdue for 61 to 90 days.

·        Overdue >90 Days �" Any continuing care types that have been overdue for more than 90 days.

Notes:

·        When selecting and clearing check boxes, the list of results will not be updated until you click the Refresh/Apply filter settings button .

·        A continuing care type is considered due or overdue according to the specified Due w/out Appointments Date Range of the Continuing Care filter.

·        Unscheduled Appointments �" The list displays patients who have broken appointments that need to be rescheduled. The number in square brackets is a count of patients that meet the Unscheduled Appointments filter settings.

·        ASAP Appointments �" The list displays patients who have appointments that are marked as ASAP. The number in square brackets is a count of patients that have appointments on the ASAP List.

·        Unscheduled Tx Plans �" The list displays patients who have unscheduled treatment plans. The number in square brackets is a count of patients that meet the Unscheduled Tx Plans filter settings.

·        Unscheduled Tx Requests �" The list displays patients who have unscheduled treatment requests. The number in square brackets is a count of patients that meet the Unscheduled Tx Requests filter settings.

·        Clinics �" To view patients in all clinics, select the All check box. Or, click the search button to select the clinics whose patients you want to view. By default, the patients for the clinic that you are currently logged in to are displayed.

·        Prov �" To view patients for any provider, select the All check box. Or, click the search button to select the providers whose patients you want to view.

2.   Click the Refresh/Apply filter settings button .